A combination of the slow season for DRAM and weak demand from China, Europe and US has led prices to follow a downward trend. On top of weak demand, DRAMeXchange is also seeing an increased shift from DDR production to DDR2. Major suppliers for both DRAM and NAND flash are also bundling DRAM with NAND flash to increase their DRAM sales. Price for 256Mbit (32Mbitx8) DDR 400/333/266 dropped 6%, 5% and 3%, respectively last week. Module demand also weakened, with eTT dropping to as low as US$2.20 this week.
Stagnant demand drag SDRAM price down 2%
Transactions for SDRAM remained quiet last week with prices falling 2%. Prices for 256Mbit (16Mbit x 16) 133MHz went from US$3.63 to US$3.54, 128Mbit (16Mbit x 8) 133 MHz went from US$3.04 to US$2.96 and 64Mbit (4Mbit x 16) went from US$1.16 to US$1.15.
Shortage of high densities leads NAND flash prices to increase 6%
DRAMeXchange noted that spot prices for high-density NAND flash soared last week, as supply was limited in the market. With insufficient supply from the contract market, module houses fulfilled their demand for memory card and UFD (USB flash drive) orders by buying from the spot market. The prices for 1Gbit and 2Gbit chips were up 6% and 5% to US$9.17 and US$19.34, respectively. However, with expectations of chips becoming available this week, prices started to respond and dropped slightly at the end of the week. Prices for 512Mbit and lower density NAND flash were stable with demand coming for both mobile phone and bundled memory card applications.
|
Mar 15-22: 256 Mbit (32Mbit x 8) DDR spot prices | |||||||
|
|
Mar 15 |
Mar 16 |
Mar 17 |
Mar 18 |
Mar 21 |
Mar 22 |
Change |
|
DDR400 |
2.72 |
2.7 |
2.65 |
2.62 |
2.55 |
2.5 |
(8.09%) |
|
DDR333 |
2.62 |
2.62 |
2.6 |
2.57 |
2.55 |
2.5 |
(4.58%) |
|
DDR266 |
2.69 |
2.67 |
2.65 |
2.64 |
2.61 |
2.55 |
(5.2%) |
Source: DRAMeXchange, compiled by DigiTimes, March 2005.
|
Mar 15-22: SDRAM average spot prices (US$) | |||||||
|
|
Mar 15 |
Mar 16 |
Mar 17 |
Mar 18 |
Mar 21 |
Mar 22 |
Change |
|
1Mbit x16 PC-166 |
0.48 |
0.48 |
0.48 |
0.48 |
0.48 |
0.48 |
0% |
|
4Mbitx16 PC-166 |
1.16 |
1.15 |
1.15 |
1.15 |
1.15 |
1.15 |
(0.86%) |
|
8Mbitx16 PC-133 |
2.21 |
2.2 |
2.2 |
2.2 |
2.19 |
2.19 |
(0.9%) |
|
16Mbitx16 PC-133 |
3.63 |
3.63 |
3.62 |
3.59 |
3.57 |
3.54 |
(2.48%) |
|
16Mbitx8 PC-133 |
3.04 |
3.04 |
3.02 |
3.01 |
2.98 |
2.96 |
(2.63%) |
|
32Mbitx8 PC-133 |
4.15 |
4.15 |
4.15 |
4.16 |
4.15 |
4.15 |
0% |
Source: DRAMeXchange, compiled by DigiTimes, March 2005.
Article translated by Esther Lam and edited by Esther Lam
